Send email 30 days before date - Opportunities
Hello -
I know if I search this site for the keywords in my title, I get lots of discussions around it but I still can't find a successful one with the same situation as my question... most of them seem not to get to a final/successful solution or workaround. I apologize if this has been answered before...
We have a field in Oppty form called "Achievement Date" which is required.
We want to send an email to the Oppty owner 30 days before that Achievement Date.
The Achievement Date can be modified at any point during the Oppty processing hence the "30 days date" for the email needs to change for the reminder email.